Financial Consulting Manager - Finance as a Service

RSM•Boston, MA

About The Position

We are seeking an experienced Manager to join our growing Finance-as-a-Service (FaaS) practice, supporting publicly traded companies and private companies preparing for an initial public offering (IPO). This role is ideal for an accounting professional who thrives in a client-service environment and possesses a strong understanding of public company accounting processes, internal controls, and financial close operations. The Manager will serve as a trusted advisor to clients, overseeing accounting operations, reviewing complex accounting activities, and helping clients build scalable, audit-ready finance functions. While this position is not primarily focused on SEC reporting, successful candidates must understand the public company environment, including internal controls, audit readiness, and technical accounting considerations.

Requirements

Bachelor's degree in Accounting or Finance.
6+ years of progressive accounting experience.
Experience in public accounting and/or corporate accounting within a publicly traded company environment.
Strong understanding of month-end close processes, financial reporting, and account reconciliation procedures.
Knowledge of internal controls over financial reporting and audit readiness requirements.
Experience reviewing accounting work performed by others and providing constructive feedback.
Strong analytical, problem-solving, and project management skills.

Nice To Haves

CPA
Experience supporting public companies or organizations preparing for an IPO.
Exposure to stock-based compensation accounting.
Exposure to debt accounting, including publicly issued or complex financing arrangements.
Familiarity with SOX compliance, risk assessments, and internal control frameworks.
Experience working with external auditors and managing audit support processes.
Experience with ERP systems such as NetSuite, Sage Intacct, Quickbooks Online
Operate independently with minimal supervision.
Demonstrate initiative and proactively identify risks, challenges, and areas requiring additional expertise.
Balance multiple client priorities while maintaining exceptional attention to detail.
Build strong, trusted relationships with client executives, controllers, accounting teams, and auditors.
Collaborate effectively across service lines, partnering with professionals in technical accounting, SEC reporting, transaction advisory, tax, and other consulting disciplines.
Exhibit executive presence, professionalism, and a client-first mindset.

Responsibilities

Serve as a key member of client engagement teams supporting public companies and IPO-bound organizations.
Manage and review monthly, quarterly, and annual close activities to ensure accuracy, completeness, and timeliness.
Review account reconciliations, journal entries, and supporting schedules to ensure they meet public company and audit standards.
Evaluate accounting processes and identify opportunities to strengthen internal controls and improve operational efficiency.
Assist clients in building and maintaining a robust control environment consistent with public company expectations.
Oversee engagement workstreams while mentoring and coaching staff.
Coordinate with client management, auditors, and cross-functional advisory teams to ensure seamless service delivery.
Assist in the evaluation of complex accounting matters, including stock-based compensation, debt accounting, and other technical accounting areas.
Identify engagement risks proactively and escalate issues appropriately while developing practical solutions.
Support clients through periods of rapid growth, transformation, capital raises, and IPO readiness initiatives.
Contribute to business development efforts by strengthening client relationships and identifying opportunities to expand services.